Microsoft Business Solutions - Great Plains 7.5 Foundation I

Course 8302 - 1 Day

Course Description

Audience

• Customers wishing to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use each Great Plains module.
• The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to understand the technical aspects of Great Plains Foundation and gain foundational knowledge of the application functionality.
• Before attending this course, students must have general knowledge of Microsoft Windows, completed the Great Plains Tutorial, basic knowledge of accounting principles.

Course Objectives

• Customize system and company setup procedures
• Use the Posting Setup options to define posting processes
• Use inquiries and reports to get at the information you wish to access
• Use SmartList to export data to Microsoft Word or Microsoft Excel for further analysis
• Configure Process Server to increase efficiency in processing data
• Configure Business Alerts to notify key personnel of business situations

Required Prerequisites

• Computing Fundamentals

Course Outline

1. Introduction

   1. Great Plains Series

   2. Integration

   3. Toolbar

   4. Menu Bar

   5. Window Components

   6. Keyboard Equivalents

   7. Notes: Record-Level, Window-level and OLE

   8. Online Documentation

   9. User Preferences

2. SmartList

   1. Types of SmartList objects

   2. Creating SmartList Favorites

   3. Linking to related Great Plains windows

   4. Exporting data to Microsoft Word or Microsoft Excel

   5. Add Great Plains windows, macros and external links to the Shortcut Bar

   6. How to make it easier to navigate in Great Plains using Shortcuts

   7. How to manage a large number of shortcuts

3. Great Plains Reports

   1. Report Options

   2. Report Groups

   3. Combined Groups

   4. Named Printers

   5. Process Monitor

4. Posting Setup Procedures

   1. Transaction Posting Methods

   2. Posting Setup

   3. Posting Accounts Setup

   4. Source Documents

   5. Audit Trail Codes

   6. Batch Inquiry

5. Company Setup Procedures

   1. Switching Users and Company

   2. Company Information

   3. Global Features

   4. Internet Information

   5. Fiscal Periods

   6. Account Format

   7. Credit Cards

   8. Shipping Methods

   9. Payment Terms

   10. Custom Links

   11. Company Reports

6. Great Plains Taxes

   1. Tax Detail and Tax Schedule Overview

   2. Tax Details

   3. Determine Tax Calculations

   4. Select the Qualifiers

   5. Tax Schedules

   6. Tax Calculation Examples

7. Personalizing Great Plains

   1. Routine Checklists

   2. Palettes

   3. Using Macros

8. Business Alerts and Process Server

   1. Business Alerts

   2. Activity Tracking

   3. Process Server

9. Conclusion

   1. Personalizing Great Plains

   2. Interaction with the Internet

   3. Levels of accounting controls

   4. Alerts for specific business events

   5. Control over the way Great Plains works through the variety of available setup options